See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,866 | $176,812-13.5% | $146,665+4.2% | $167,490-8.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.09% | 24.03%-9.9pp | 22.74%-8.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,346 | $5,160-15.8% | $4,136+5.1% | $4,837-10.2% |
| Participant deferral / active EE | $4,990 | $6,440-22.5% | $5,506-9.4% | $6,341-21.3% |
| Admin fee / account holder | $38,192 | $13,259+188.0% | $10,280+271.5% | $12,309+210.3% |